Your desks read the tools you already use.
17 of these tools work today. Once you're a client, we build any other tool on this list for you, and it's included in your price. Each tool below says what a desk reads from it, what it drafts and what it never does.
Money and accounting
QuickBooks Online
Connected- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
Xero
On request- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
UK and US companies today; Canada through Xero's partner route.
FreshBooks
On request- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books, Time to invoice
Sage Accounting
On request- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
Stripe
On request- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
Square
Connected- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books, Shelf, Bookings
PayPal
On request- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
Mercury
Connected- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books, Rent watch
Wise
On request- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
Airwallex
Connected- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books
Starling Bank
Connected- Reads
- Payments, payouts and transactions
- Drafts
- A filing, a match or a question for you
- Never
- moves money or pays a bill.
Used by Books, Rent watch
Stores and marketplaces
Shopify
Connected- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Ads, Daily digest
Amazon Seller Central
Connected- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Ads, Daily digest
WooCommerce
On request- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Daily digest
Etsy
On request- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Daily digest
eBay
On request- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Daily digest
Faire
On request- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Outreach
Square Online
Connected through Square- Reads
- Orders, sales and listings
- Drafts
- A report or a flag for you
- Never
- changes a price or a listing on its own.
Used by Daily digest
Ads and marketing
Amazon Ads
Connected- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Ads
Google Ads
Connected- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Ads
Meta Ads
Connected- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Ads, Brand studio
Google Analytics
On request- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Website
Mailchimp
On request- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Outreach
Klaviyo
On request- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Outreach
Kit
On request- Reads
- Spend and results per campaign
- Drafts
- A flag when a campaign runs past your plan
- Never
- changes a budget, a bid or an ad.
Used by Outreach
Email, calendar and files
Gmail
Connected- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Enquiries, Outreach, Intake, Tenant enquiries
Google Drive and Docs
Connected- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Grants, Brand studio, Briefs
Google Sheets
Connected- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Books, Shelf, Recipe costs
Google Calendar
Connected- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Rota, Bookings, Job board, Tenant enquiries
Outlook
On request- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Enquiries, Intake
OneDrive and Excel
On request- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Books, Recipe costs
Dropbox
On request- Reads
- The messages, files and events you share with it
- Drafts
- A reply, a doc or an event for you to approve
- Never
- sends an email or shares a file on its own.
Used by Intake, Briefs
Chat and messaging
Slack
Connected- Reads
- The channels you pick
- Drafts
- A message from the desk, in its own name
- Never
- posts as a person on your team.
Used by Listener, Assistant, Daily digest
Microsoft Teams
On request- Reads
- The channels you pick
- Drafts
- A message from the desk, in its own name
- Never
- posts as a person on your team.
Used by Listener, Assistant, Daily digest
Sales and support
HubSpot
On request- Reads
- Contacts, deals and tickets
- Drafts
- A note, a task or a reply for you
- Never
- closes a deal or a ticket on its own.
Used by Outreach, Enquiries
Pipedrive
On request- Reads
- Contacts, deals and tickets
- Drafts
- A note, a task or a reply for you
- Never
- closes a deal or a ticket on its own.
Used by Outreach
Salesforce
On request- Reads
- Contacts, deals and tickets
- Drafts
- A note, a task or a reply for you
- Never
- closes a deal or a ticket on its own.
Used by Outreach
Professional edition needs Salesforce's API add-on.
Zendesk
On request- Reads
- Contacts, deals and tickets
- Drafts
- A note, a task or a reply for you
- Never
- closes a deal or a ticket on its own.
Used by Enquiries
Projects and work
Asana
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects, Client updates, Scope watch
Trello
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects, Client updates
Monday.com
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects, Client updates
Notion
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects, Client updates
ClickUp
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects, Client updates, Scope watch
Linear
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects
Airtable
On request- Reads
- Tasks, dates and owners
- Drafts
- A nudge or a status note
- Never
- closes or reassigns a task on its own.
Used by Projects, Recipe costs
Bookings and shifts
Calendly
On request- Reads
- Bookings, shifts and availability
- Drafts
- A swap, a reminder or an invoice draft
- Never
- confirms or cancels a booking on its own.
Used by Bookings, Tenant enquiries
Acuity Scheduling
On request- Reads
- Bookings, shifts and availability
- Drafts
- A swap, a reminder or an invoice draft
- Never
- confirms or cancels a booking on its own.
Used by Bookings
Needs Acuity's Premium plan.
Square Appointments
Connected through Square- Reads
- Bookings, shifts and availability
- Drafts
- A swap, a reminder or an invoice draft
- Never
- confirms or cancels a booking on its own.
Used by Bookings
Deputy
On request- Reads
- Bookings, shifts and availability
- Drafts
- A swap, a reminder or an invoice draft
- Never
- confirms or cancels a booking on its own.
Used by Rota
Trades, property and practices
Jobber
On request- Reads
- Jobs, clients, leases or matters
- Drafts
- A quote, a chaser or a reminder for you
- Never
- sends anything to a client on its own.
Used by Quotes, Job board
Housecall Pro
On request- Reads
- Jobs, clients, leases or matters
- Drafts
- A quote, a chaser or a reminder for you
- Never
- sends anything to a client on its own.
Used by Quotes, Job board
Needs Housecall Pro's MAX plan.
Buildium
On request- Reads
- Jobs, clients, leases or matters
- Drafts
- A quote, a chaser or a reminder for you
- Never
- sends anything to a client on its own.
Used by Repairs, Rent watch
Needs Buildium's Premium plan.
Rentec Direct
On request- Reads
- Jobs, clients, leases or matters
- Drafts
- A quote, a chaser or a reminder for you
- Never
- sends anything to a client on its own.
Used by Repairs, Rent watch
Canopy
On request- Reads
- Jobs, clients, leases or matters
- Drafts
- A quote, a chaser or a reminder for you
- Never
- sends anything to a client on its own.
Used by Intake, Deadlines
Needs Canopy's Plus plan.
Clio
On request- Reads
- Jobs, clients, leases or matters
- Drafts
- A quote, a chaser or a reminder for you
- Never
- sends anything to a client on its own.
Used by Intake, Deadlines, Time to invoice
Time tracking
Harvest
On request- Reads
- Logged hours per client
- Drafts
- A draft invoice
- Never
- sends an invoice.
Used by Time to invoice, Scope watch
Toggl Track
On request- Reads
- Logged hours per client
- Drafts
- A draft invoice
- Never
- sends an invoice.
Used by Time to invoice, Scope watch
Clockify
On request- Reads
- Logged hours per client
- Drafts
- A draft invoice
- Never
- sends an invoice.
Used by Time to invoice, Scope watch
Reviews, forms, signing and calls
Typeform
On request- Reads
- Reviews, form answers, signed documents or call notes
- Drafts
- A request, a brief or a reply for you
- Never
- posts a reply or sends a document on its own.
Used by Quotes, Intake
Jotform
On request- Reads
- Reviews, form answers, signed documents or call notes
- Drafts
- A request, a brief or a reply for you
- Never
- posts a reply or sends a document on its own.
Used by Quotes, Intake
Zoom
On request- Reads
- Reviews, form answers, signed documents or call notes
- Drafts
- A request, a brief or a reply for you
- Never
- posts a reply or sends a document on its own.
Used by Briefs
Recordings need a paid Zoom plan.
Fireflies
On request- Reads
- Reviews, form answers, signed documents or call notes
- Drafts
- A request, a brief or a reply for you
- Never
- posts a reply or sends a document on its own.
Used by Briefs
How we build a tool for you
- You ask by writing to us.
- We tell you what it needs: sometimes a plan upgrade on that tool, or a key you create in it.
- We build it and test it on your account while the desk runs in Shadow, so nothing happens until you say so.
- It costs you nothing extra, and every client after you gets it too. We build one tool at a time for each client, and a tool that isn't on this list we look at first.